Case Study 2 – Client Level Actions

This is a case study from the study Net Profitability Analysis and Benefits for Financial Services Companies.

This organization focused on specific client-level actions that could be applied across many under-performing accounts:

  • Smarter Service Model
  • Protect High Margin Accounts
  • Ensure Fair Compensation




In conclusion, there is no one-size-fits-all solution as each organization has its own particular strengths and weaknesses. However, utilization of best in breed approach, methodology, and technology combined with leveraging the experiences and successes of similar companies can enable every insurance broker to dramatically improve net profit through the application of client and product net profitability data.

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